💬@quantilia_web spécialisé dans les portefeuilles d’investissement est Membre Premium #LaPlaceBusiness
"Une opportunité de rencontrer des entreprises & de mieux s'intégrer à cet écosystème dynamique." Florian Garivier, co-fondateur.
↪Portrait : https://t.co/bepBeASfmV
A l'avenir les épargnants auront besoin d’être accompagnés pour une meilleure prise de risque (arbitrages) et les professionnels de la gestion de patrimoine vont devoir réinventer la manière dont on conçoit les portefeuilles.
In the Spanish financial magazine @RankiaPro, BLI's fund selector Jean-Baptiste Fargeau discloses his favourite funds to go on holidays with. https://t.co/wczn18SXG0
US Infra Deal is Close while Powell is promising a very interesting Jackson Hole!
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#Environnement | Notre monde subit un réchauffement de +1,2 °C et déjà, des #assureurs se désengagent de certaines zones qu’ils considèrent trop à risques https://t.co/dP9r3ucYkt
Peak is Reached? Pain Effect & FOMC will be Key, as usual. Index Construction under Questions…
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Thanks to @krystleOhUiginn from @cwselector for having summarised and published the blog article of BLI's Head of Multimanagement, Fanny Nosetti: "Stop treating #ESG like a #theme, it's a #tool, says BLI's #selection#chief". https://t.co/JZnZL4yDCo
US GDP Revised Down & Housing Market Bubble vs GAFA Earnings &FOMC… Stagflation is coming?
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Geopolitical/Financing Risks & Covid vs Earnings & Feel-Good Strategists = potential Mean Reversion
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"Yesterday morning, we cut our hedge on the Russell 2000, believing that short-term #momentum could inflict maximum pain on our positions. Ultimately, the #alpha
generated on this position was +1.65% over the last week,..."
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